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To Delete a Customer record please follow the steps below:
Step-by-step guide
Steps
- Click the [Customers] menu button to enter the Customer module and display the list of Customers
Image Added Using he [Search:] text box located at the top right of the Customer Listing, enter any piece of data for the Customer that you would like to Delete
Image AddedInfo The Search feature of CDR2Cloud automatically searches for data related to the current module as soon as you have type 3 characters of more in the [Search:] text box. Example: When searching for a Customer you may type the Customers First Name, Last Name, Customer ID [UDF], Email Address, etc in the [Search:] text box. AS soon as the first 3 characters are entered the Search feature will display records in the list that meet the search criteria.
You may also sort the Customer listing by clicking on the Image Added button located next to the description of the any of the header columns. Image Added
- Click the Image Added button to Delete the Customer record
Image Added - In the Customer Delete Confirmation Screen, click the [Delete] button to permanently Delete the Customer
Image Added - Review the conformation message to ensure that the Customer record was Deleted successfully
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Deleting a customer record will also delete all Invoices for that customer. Customer record can not be deleted if one or more Unpaid Invoices exist for that customer. |
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